Published via Ecency

MEMORY SUPERCYCLE

If we categorize the different types of digital memory, the first category is the memory makers, meaning the companies that manufacture memory chips

The leading memory chip manufacturers are Micron, SK Hynix and Samsung

According to analysts’ estimates, these companies are expected to generate a combined $468 billion in operating profits in 2026

That would represent a massive 541% jump compared to what they produced collectively in 2025

This level of growth goes far beyond anything these companies have experienced in previous cycles

The huge expansion of AI data centers has created a historic surge in demand for memory chips

As demand for high-bandwidth memory (HBM) far exceeds what these top companies can currently produce, it gives them enormous pricing power

Their stocks have truly skyrocketed

GOOGLE: LAUNCHES THE GOOGLEBOOK

Google made its biggest Android announcement yet

Googlebooks are coming this fall from Acer, Asus, Dell, HP and Lenovo

They are built around Gemini Intelligence, with full support for Android and Chrome apps, along with much tighter integration with Android smartphones

Google also showcased features like Magic Pointer, which brings Gemini actions directly to the cursor, as well as instant access to files and apps from your phone directly on the laptop

There are also rumors that the Googlebook will use Intel chips

Personally, I still support Apple’s ecosystem, but lately we’ve been seeing nonstop announcements from Google, and the company seems to be gaining ground across every sector

That’s why nearly all analysts remain extremely bullish on the stock over the next year, despite the massive rally

BERKSHIRE HATHAWAY’S INVESTMENTS

We got Berkshire Hathaway’s portfolio update for the first quarter of 2026

In the first official filing under Greg Abel’s leadership, the portfolio shrank from 42 holdings down to just 29 stocks. We’re talking about a truly aggressive cleanup

1️⃣ All-in on Google
A huge vote of confidence in Big Tech and AI infrastructure

2️⃣ Shock 100% exits
Berkshire completely exited traditional safe-haven positions, fully selling out of Visa, Mastercard and Amazon

3️⃣ Airlines and Energy
We saw a strong return to airlines with a major position in Delta Air Lines, while energy giant Chevron faced a heavy -35.17% cut

The new leadership clearly isn’t attached to the past and has no problem letting go of Buffett’s favorite assets in order to chase new momentum

NVIDIA’S PORTFOLIO

Nvidia is not just selling GPUs, it’s building an investment empire